The investment in DV Balance (Class B - Treasure) is executed through the parents (guardians, trustees) for the benefit of their children. If desired, an investment can also be made by the grandparents on behalf of their grandchildren, as well as by another person on behalf of the child.
In order to purchase units of DV Balance (Class B – Treasure), it is necessary to:
If you submit the order: | You are: | Necessary documents if you invest funds for the benefit of a child: |
Personally |
Parent (Guardian) |
For a child up to 14 years:
|
Young investor (14y.o. – 18y.o.), investing on their behalf |
For a child from 14 to 18 years:
|
|
As a proxy
|
Grandmother, grandfather, great-grandmother, great-grandfather and brother/sister above 18y.o. or Another person |
For a child up to 14 years:
Sample template: |
For a child from 14 to 18 years:
Sample template: |
If you redeem units: | You are: | Necessary documents for Redemption of units on behalf of a child: |
Personally |
Parent (Guardian) |
For a child up to 14 years:
|
Young investor (14 – 18y.o.), who submits a Redemption order of units |
For a child from 14 to 18 years:
|
|
As a proxy
|
Grandmother, grandfather, great-grandmother, great-grandfather and brother/sister above 18y.o. or Another person
|
For a child up to 14 years:
Sample template:
|
For a child from 14 to 18 years:
Sample template:
|
The depository bank executes the following functions:
United Bulgarian Bank JSC is the depository bank of mutual fund DV Balance.
The investment intermediary intermediates during the purchase and sale of securities and other financial instruments for the mutual fund. DV Invest is an investment intermediary of DV Balance.
Investors’notice
The value of units of DV Asset Management mutual funds and the income from them can go down. Profit is not guaranteed and investors may not recover the full amount invested. Investments in units of DV Asset Management mutual funds are not guaranteed by a guarantee fund established by the State or any other warranty. Previous performance of mutual funds do not necessarily guide to future results. Please refer to the Prospectus of the UCITS and to the KID before making any final investment decisions.